Genesis Financial Group, LLC

Position in UBER — Uber Technologies, Inc

CIK 2097587 PARAMUS, NJ

Position in UBER

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,758,676

-$2,026,898 QoQ

Shares Held

38,230

-42.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.78%

of 13F equity value

Holder Rank

#953

of 2,400 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Genesis Financial Group, LLC holds $4,492,016 across 3 Software - Application names. UBER ranks #1 (61.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc This page	38,230	$2,758,676
2	SHOP	Shopify Inc.	10,500	$1,198,890
3	SNOW	Snowflake Inc.	2,100	$534,450

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,758,676	38,230	-42.5%	Shares	Sole	2026-08-14
2026-03-31	$4,785,574	66,531	+9.3%	Shares	Sole	2026-05-18
2025-12-31	$4,975,321	60,890	—	Shares	Sole	2026-01-16
No filing history on record for this holder in this stock.